Earnings summaries and quarterly performance for Booking Holdings.
Executive leadership at Booking Holdings.
Board of directors at Booking Holdings.
CN
Charles Noski
Detailed
Lead Independent Director
KG
Kelly Grier
Detailed
Director
LQ
Larry Quinlan
Detailed
Director
LV
Lynn Vojvodich Radakovich
Detailed
Director
MG
Mirian Graddick-Weir
Detailed
Director
NR
Nicholas Read
Detailed
Director
RM
Robert Mylod
Detailed
Chair of the Board
SS
Sumit Singh
Detailed
Director
TR
Thomas Rothman
Detailed
Director
VW
Vanessa Wittman
Detailed
Director
Research analysts who have asked questions during Booking Holdings earnings calls.
Kevin Kopelman
TD Cowen
7 questions for BKNG
Also covers: ABNB, DESP, EXPE +3 more
Lee Horowitz
Deutsche Bank
7 questions for BKNG
Also covers: ABNB, CART, CVNA +6 more
Mark Mahaney
Evercore ISI
7 questions for BKNG
Also covers: ABNB, AMZN, CHWY +25 more
Eric Sheridan
Goldman Sachs
6 questions for BKNG
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JP
Justin Post
Bank of America Corporation
6 questions for BKNG
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Douglas Anmuth
JPMorgan Chase & Co.
5 questions for BKNG
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Brian Nowak
Morgan Stanley
4 questions for BKNG
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RJ
Ronald Josey
Citigroup Inc.
4 questions for BKNG
Also covers: ABNB, ACVA, AMZN +18 more
TY
Trevor Young
Barclays
3 questions for BKNG
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Alex Brignall
Rothschild & Co Redburn
2 questions for BKNG
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Lloyd Walmsley
Mizuho
2 questions for BKNG
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Mark Stephen Mahaney
Evercore ISI
2 questions for BKNG
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DL
Dae Lee
JPMorgan Chase & Co.
1 question for BKNG
Also covers: COMP, EB, EXPE +7 more
JK
Jed Kelly
Oppenheimer & Co. Inc.
1 question for BKNG
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John Colantuoni
Jefferies
1 question for BKNG
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Kenneth Gawrelski
Wells Fargo & Company
1 question for BKNG
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Naved Khan
B. Riley Securities
1 question for BKNG
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SJ
Stephen Ju
UBS
1 question for BKNG
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Thomas White
D.A. Davidson & Co.
1 question for BKNG
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Recent press releases and 8-K filings for BKNG.
Booking Holdings outlines growth framework and strategy at Morgan Stanley TMT 2026
BKNG
Guidance Update
New Projects/Investments
- 8%/8%/15% medium-term framework: 2025 constant-currency gross bookings/revenue/EPS growth were 10%/10%/18% and 2026 guidance is 9%/9%/15% growth.
- Regional execution: Agoda’s deep localization in Asia and new merchant payment option in India support faster expansion, while US gross bookings grew low double-digits in H2 2025 driven by optimized performance marketing, B2B distribution and rising direct channel volumes.
- Marketing and transformation: Total marketing and merchandising spend is
$10 billion; social media investments ($200 million/quarter) grew 13% YoY in Q4 2025; transformation program delivered $500-550 million in 2025 savings, funding a $700 million reinvestment that is expected to add ~$400 million in revenue and $300 million to EPS in 2026. - AI and agentic strategy: Gen AI tools cut customer-service cost per booking by ~10% with stable satisfaction, and Booking is building proprietary agentic experiences (e.g., Priceline’s Penny) to retain direct engagement amid horizontal AI agents.
3 days ago
Booking Holdings details medium-term growth and AI strategy at Morgan Stanley TMT 2026
BKNG
Guidance Update
New Projects/Investments
- Booking reiterated its 8% gross bookings and revenue and 15% EPS medium-term targets; 2025 constant-currency results were 10%/10%/18%, with 2026 guidance set at 9%/9%/15%.
- Company is focusing on growth in Asia through localized Agoda branding and a new merchant model in India, while U.S. expansion is driven by enhanced performance marketing, B2B partnerships, and a rising direct channel since mid-2025.
- Booking views horizontal LLMs as complementary and is developing proprietary agentic tools across its brands to deliver a personalized, end-to-end “connected trip” experience and protect direct traffic.
- AI-powered customer service tools cut cost per booking by ~10% in 2025 despite a 10% volume increase; a self-funded transformation reinvestment program scaling to $700 million in 2026 is projected to generate $400 million additional revenue and $300 million net bottom-line benefit.
3 days ago
Booking Holdings details medium-term growth targets and 2026 guidance
BKNG
Guidance Update
New Projects/Investments
- Booking reiterated its 8% annual gross bookings/revenue growth and 15% EPS growth framework, delivered 10%/10%/18% constant-currency results in 2025, and set 2026 guidance of 9% top-line growth and 15% EPS growth.
- Asia expansion driven by Agoda’s local-market approach and Booking.com’s merchant payment rollout in India; U.S. growth at low double digits powered by optimized performance marketing, B2B partnerships and a rising direct-booking channel since mid-2025.
- Alternative accommodations inventory reached 8.6 million listings (up 8% YoY), with accelerated U.S. supply build-out and fee structures aligned under new transparency rules.
- Total marketing and merchandising investment of about $10 billion annually, with social channels now accounting for several hundred million dollars per quarter and social spend up 13% YoY in Q4 2025.
- Transformation program exceeded its $500–550 million savings target in 2025; launched a $170 million reinvestment program (scaling to $700 million in 2026) expected to drive $400 million of incremental revenue and $300 million net EPS benefit; GenAI in customer service cut cost per booking by 10% while maintaining satisfaction.
3 days ago
Booking Holdings partner Stay22 secures $122M investment from Summit Partners
BKNG
New Projects/Investments
- Stay22 raised $122 million from Summit Partners to support global expansion, product innovation, and creator monetization infrastructure.
- In 2025, the platform recorded $80 million in retail GMV and processed over $1 billion in annual transactions, supporting more than 5,500 creators.
- The company's workforce has tripled over the past two years, with active hiring in product development, engineering, and partner support.
- Summit Partners’ deal includes board seats for Colin Mistele and Daniel Kim and will extend Stay22’s offering beyond travel into sectors such as food, fashion, DIY, and consumer tech.
Feb 26, 2026, 1:00 PM
Fingerprint reports 65% ARR growth and hits 1B monthly device IDs
BKNG
Revenue Acceleration/Inflection
Product Launch
- Achieved 65% annual recurring revenue (ARR) growth for fiscal 2026 and now identifies over 1 billion unique devices per month, up 77% year-over-year.
- Serves 2,000 customers across 56 countries, driving 36% customer growth and an industry-leading 128% net revenue retention rate.
- Expanded global footprint by 39%, entered the Japanese market, increased North American headcount by over 50% and APAC headcount by 80%.
- Launched Authorized AI Agent Detection and Proximity Detection to distinguish legitimate automation from malicious bots and uncover device-farm fraud.
Feb 24, 2026, 12:00 PM
Booking Holdings reports Q4 2025 results
BKNG
Earnings
Guidance Update
Share Buyback
- Q4 2025 revenue of $6.35 B, up 16% YoY; Adjusted EBITDA of $2.20 B, up 19% YoY; GAAP net income of $1.43 B, up 34% YoY.
- Q4 free cash flow of $1.4 B, up 120% YoY; capital returned of $2.4 B, the highest quarterly amount since 2023.
- Q4 room nights reached 285 M, up 9% YoY, driven by healthy global travel demand.
- Q1 2026 guidance calls for 14–16% revenue growth and 10–14% Adjusted EBITDA growth.
Feb 18, 2026, 9:30 PM
Booking Holdings reports Q4 2025 results and 2026 outlook
BKNG
Earnings
Guidance Update
Share Buyback
- Q4 2025: room nights of 285 million (+9% YoY), gross bookings and revenue up 16%, adjusted EBITDA of $2.2 billion (+19%), and adjusted EPS of $48.80 (+17%)
- FY 2025: room nights at 1.2 billion (+8%), gross bookings and revenue up 12% and 13%, adjusted EBITDA >$9.9 billion (+20%) with margin at 36.9%, and adj EPS +22%; transformation program delivered $550 million annual savings
- Capital returns: Q4 ending cash & investments of $17.8 billion, generated $1.4 billion free cash flow, returned $2.4 billion via buybacks/dividends; FY returned $8.2 billion ($5.9 billion repurchases, $1.2 billion dividends); board approved 9.4% dividend increase to $10.50 and 25-for-1 stock split
- 2026 outlook: targeting constant-currency top-line growth ~100 bps above long-term (8%), low-double-digit gross bookings/revenue growth, adjusted EBITDA margin +50 bps, adj EPS mid-teens; Q1 room night growth expected at 5–7%
Feb 18, 2026, 9:30 PM
Booking Holdings reports Q4 2025 results
BKNG
Earnings
Guidance Update
Dividends
- Q4 2025 room nights reached 285 million (+9% y-o-y), driving gross bookings and revenue up 16%, adjusted EBITDA of $2.2 billion (+19%) and adjusted EPS of $48.80 (+17%).
- FY 2025 room nights exceeded 1.2 billion (+8%), with gross bookings +12%, revenue +13%, adjusted EBITDA >$9.9 billion (+20%, margin 36.9% +193 bps) and adjusted EPS >$228 (+22%).
- Board approved a 9.4% dividend increase to $10.50 per share and a 25-for-1 stock split effective April 2, 2026.
- 2026 guidance: constant-currency gross bookings and revenue growth ~100 bps above 8%, adjusted EBITDA margin expansion ~50 bps, adjusted EPS up mid-teens; Q1 room nights +5–7%, gross bookings +14–16%.
Feb 18, 2026, 9:30 PM
Booking Holdings reports Q4 2025 results
BKNG
Earnings
Guidance Update
Dividends
- Q4 2025: Room nights +9% y/y; gross bookings and revenue each +16%; adjusted EBITDA of $2.2 billion (+19% y/y); adjusted EPS of $48.80 (+17%)
- Full-year 2025: Room nights +8%; gross bookings +12%, revenue +13%; adjusted EBITDA of $9.9 billion (+20%), margin 36.9% (+193 bp); adjusted EPS $228 (+22%)
- Capital returns: Generated $9.1 billion FCF in 2025; returned $8.2 billion to shareholders, including $5.9 billion repurchases and $1.2 billion dividends; Q4 raised $1.7 billion debt; board approved 9.4% dividend increase to $10.50 and a 25-for-1 stock split
- 2026 outlook: Targeting top-line growth ~100 bp above 8% ambition, adjusted EBITDA margin +50 bp, EPS up mid-teens; Q1 room nights +5–7%, gross bookings and revenue +14–16%; expecting $500–550 million transformation savings and $700 million reinvested in AI, Connected Trip, Asia/US expansion
Feb 18, 2026, 9:30 PM
Booking Holdings declares 9.4% Q1 2026 dividend increase
BKNG
Dividends
Share Buyback
- The Board declared a $10.50 per-share quarterly cash dividend for Q1 2026, payable March 31, 2026, representing a 9.4% increase over the $9.60 dividend in 2025; record date is March 6, 2026.
- The company repurchased $2.1 billion of its stock in Q4 2025, leaving $21.8 billion of buyback authorization remaining as of December 31, 2025.
- In Q1 2026, the Board approved a 25-for-1 forward stock split of common shares, to be effective April 2, 2026.
Feb 18, 2026, 9:02 PM
Quarterly earnings call transcripts for Booking Holdings.
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